--- description: Scopri le funzionalità di Insightly, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.it/software/130671/insightly Pagina: 1/27\ Avanti: [Pagina successiva](https://www.capterra.it/software/130671/insightly?page=2) > Soluzione CRM per PMI e aziende di medie dimensioni che consente di gestire opportunità, consegnare i progetti, stabilire relazioni e creare preventivi. > > Conclusione: valutazione di **4.0/5** stelle assegnate da 654 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza Insightly? Organizzazioni di qualsiasi settore alla ricerca di una soluzione CRM semplice da utilizzare, ma potente, con funzioni di gestione e consegna dei progetti. Tieni traccia nella stessa piattaforma di tutti gli aspetti, dai potenziali clienti di vendita ai progetti consegnati. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.0/5** | 654 Recensioni | | Facilità d'uso | 4.0/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 3.8/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.0/5 | Sulla base delle recensioni complessive | | Funzionalità | 3.9/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 70% | (7/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Insightly - **Area geografica**: San Francisco, USA - **Anno di fondazione**: 2010 ## Contesto commerciale - **Prezzo di partenza**: 29,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobile), iPhone (mobile), iPad (mobile) - **Lingue supportate**: francese, inglese, portoghese, spagnolo - **Paesi disponibili**: Australia, Canada, Cina, Germania, Giappone, India, Nuova Zelanda, Regno Unito, Stati Uniti ## Funzionalità - Accesso da dispositivi mobili - Acquisizione di potenziali clienti - Archiviazione di documenti - Automazione del marketing - Avvisi/Notifiche - Campi personalizzabili - Commenti/Note - Contatti condivisi - Creazione di report/analisi - Database clienti - Database contatti - Distribuzione di potenziali clienti - Elaborazione di batch - Email Marketing - Formulazione di previsioni - Gestione contatti - Gestione del flusso di lavoro - Gestione della campagna - Gestione della pipeline di vendita - Gestione della posta elettronica - Gestione delle attività - Gestione delle attività di vendita - Gestione delle mansioni - Gestione delle opportunità - Gestione delle pipeline - Gestione di potenziali clienti - Importazione/Esportazione di dati - Integrazione di terze parti - Lead Generation - Lead Nurturing - Lead Qualification - Modelli personalizzabili - Monitoraggio del progetto - Parametri prestazionali - Per il settore assicurativo - Preventivi/Stime - Previsione di vendita - Prioritizzazione - Programmazione appuntamenti - Quadro della attività - Relazioni sulle vendite - Report personalizzabili - Ricerca/Filtro - Segmentazione - Segmentazione della clientela potenziale - Sistema di calendari e promemoria - Strumenti collaborativi - Task Editing - Third-Party Integrations - Tracciamento delle interazioni ## Integrazioni (118 in totale) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... e altre 103 integrazioni ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) ## Categorie correlate - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) - [Software per la gestione di progetti non profit](https://www.capterra.it/directory/32439/project-management-software-for-nonprofits/software) - [Software per previsioni di vendita](https://www.capterra.it/directory/30930/sales-forecasting/software) - [Software per la gestione dei contatti](https://www.capterra.it/directory/30016/contact-management/software) - [Software per lead management](https://www.capterra.it/directory/30017/lead-management/software) ## Alternative 1. [Zoho CRM](https://www.capterra.it/software/155928/zoho-crm) — 4.3/5 (6982 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.it/software/204998/bigin-by-zoho-crm) — 4.7/5 (738 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.it/software/61368/salesforce) — 4.4/5 (18790 reviews) 4. [HubSpot CRM](https://www.capterra.it/software/152373/hubspot-crm) — 4.5/5 (4470 reviews) 5. [Dynamics 365](https://www.capterra.it/software/157279/dynamics-365) — 4.4/5 (5834 reviews) ## Recensioni ### "Excellent CRM" — 5.0/5 > **Sai** | *19 luglio 2023* | Internet | Tasso di raccomandazione: 9.0/10 > > **Vantaggi**: Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses > > **Inconvenienti**: Some features and functionalities with customizable fields are limited when compared to other CRMs > > Our team’s experience with Insightly has been stellar ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31 luglio 2023* | Marketing e pubblicità | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Inconvenienti**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 ottobre 2022* | Consulenza manageriale | Tasso di raccomandazione: 3.0/10 > > **Vantaggi**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Inconvenienti**: Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8 marzo 2023* | Industria edilizia | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. > > **Inconvenienti**: The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. > > We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. ----- ### "8- year customer still finding ways insightly can improve our efficencies" — 5.0/5 > **Jonathan** | *20 ottobre 2022* | Gestione di organizzazioni non profit | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. > > **Inconvenienti**: The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. > > Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. ----- Pagina: 1/27\ Avanti: [Pagina successiva](https://www.capterra.it/software/130671/insightly?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/130671/insightly) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati